Disney goes all-in on streaming as it should. The pandemic and the success of Netflix have pushed Disney to reorganise its entertainment division resulting in it going all-in on streaming....
I think Amazon wants to be the tools, not the talent. Amazon is ceasing development of one of its in-house games and delaying another following a disastrous launch but I...
Facebook, Apple, Amazon and Google will have to fight for their businesses. The US Congress has issued a damning report that accuses Apple, Google, Facebook and Amazon of abusing their...
Asset sharing during a pandemic remains a bad idea. If Airbnb can go public at a level 66% higher than it raised money earlier this year, it is another clear...
New devices do not address the overwhelming issue. Google’s new devices keep pace with the specification of its competitors and beat them when it came to software and AI performance...
Google sticks its oar in. Google’s move to tighten up on who can dodge its app store commission goes hand in hand with a more open environment on Android for...
SMIC has a way out. The US Department of Commerce is going after SMIC’s alleged connections to the Chinese military rather than placing it directly on the entity list, potentially...
Amazon stretches its lead. Amazon has launched some radical redesigns and ideas once again demonstrating how experimental Amazon is prepared to be when it comes to looking for what works...
Quibi signals that peak mania is close. The fact that Quibi can credibly entertain the prospect of raising more money, selling itself or going public is a sign that there...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Zoom – Great company, terrible stock.
Zoom goes from app to platform. Zoom is moving to offer more functionality on its service with the aim of becoming a platform and maintaining and growing the huge user...